Internal Sales Consultant
Orion
full-time
Posted on:
Location Type: Hybrid
Location: Omaha • New York • Utah • United States
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Job Level
About the role
- serving as a strategic partner in developing and maximizing business relationships
- increasing recruitment and sales activity in partnership with territory team
- developing and maintaining relationships with Financial Advisors
- making proactive outbound calls to investigate or identify potential sales opportunities
- scheduling quality appointments weekly
Requirements
- one year of customer service or inside sales experience
- experience working within the Financial Services industry
- bachelor's degree in business administration, Finance or related field
- Series 65 license or both Series 7 and 66 licenses
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strategic partnershiprelationship developmentproactive communicationsales activity increaseappointment scheduling
Certifications
Series 65 licenseSeries 7 licenseSeries 66 license